-6.7%
IGV vs PWR
+69.6%
-76.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.2% | -1.9% |
| 7D | -3.3% | +4.5% | -7.8% | -3.4% |
| 30D | 0.0% | -4.9% | +4.9% | 0.0% |
| 3M | +7.3% | -7.9% | +15.2% | +7.3% |
| 6M | +16.7% | +18.3% | -1.6% | +11.2% |
| YTD | -2.8% | +51.5% | -54.4% | -13.1% |
| 1Y | -6.7% | +70.3% | -77.0% | -18.9% |
| All | -6.7% | +69.6% | -76.3% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PWR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling